Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE COHEN FAMILY FOUNDATION INC
C/O LAUREN (COHEN) EDMUNDSON
Number and street (or P.O. box number if mail is not delivered to street address)10360 CHARTER OAKS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARMEL, IN460328305
A Employer identification number

35-2003440
B Telephone number (see instructions)

(317) 259-0157
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,753,584J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 125,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 7,526 7,526  
4 Dividends and interest from securities... 197,508 191,384  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,095
b Gross sales price for all assets on line 6a 1,261,157
7 Capital gain net income (from Part IV, line 2)... 109,095
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -4,511 -5,213  
12 Total. Add lines 1 through 11........ 434,618 302,792  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 12,000   108,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 11,096 1,110   9,987
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,740 0   17,740
c Other professional fees (attach schedule).... Click to see attachment 10,999 10,999   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,310 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,410 292   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 163,555 24,401   135,727
25 Contributions, gifts, grants paid....... 184,581 179,581
26 Total expenses and disbursements. Add lines 24 and 25 348,136 24,401   315,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,482
b Net investment income (if negative, enter -0-) 278,391
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 187,327 532,238 532,238
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet1,793
Less: allowance for doubtful accounts bullet     1,793 1,793
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,103,789 Click to see attachment3,836,131 9,739,537
c Investments—corporate bonds (attach schedule)....... 139,385 Click to see attachment135,094 138,948
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 218,392 Click to see attachment193,825 341,068
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,648,893 4,699,081 10,753,584
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment25,000 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 25,000 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,623,893 4,699,081
29 Total net assets or fund balances (see instructions)..... 4,623,893 4,699,081
30 Total liabilities and net assets/fund balances (see instructions). 4,648,893 4,699,081
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,623,893
2
Enter amount from Part I, line 27a .....................
2
86,482
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,710,375
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,294
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,699,081
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICALLY TRADED SECURITES      
b GAIN/LOSS FROM PASSTHROUGH INVESTMENT - SHORT-TERM P    
c GAIN/LOSS FROM PASSTHROUGH INVESTMENT - LONG-TERM P    
d SEC. 1231 GAIN/LOSS FROM PASSTHROUGH INVESTMENTS - LONG-TERM P    
e SEC. 1256 GAIN/LOSS FROM PASSTHROUGH INVESTMENTS - SHORT-TERM P    
SEC. 1256 GAIN/LOSS FROM PASSTHROUGH INVESTMENTS - LONG-TERM P    
TOTAL GAIN FROM EXCESS DISTRIBUTIONS FROM PASSTHROUGH INVESTMENTS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,258,584   1,141,147 117,437
b     2,905 -2,905
c     8,010 -8,010
d 361     361
e 96     96
145     145
1,373     1,373
598     598
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       117,437
b       -2,905
c       -8,010
d       361
e       96
      145
      1,373
      598
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 109,095
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,870
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,870
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,685
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,885
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,013
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,013 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLAUREN EDMUNDSON Telephone no.bullet (317) 259-0157

    Located atbullet10360 CHARTER OAKSCARMELIN ZIP+4bullet460328305
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALAN H COHEN PRESIDENT/TREASURER
    1.00     		0 0 0
    16309 CORSICA WAY
    NAPLES,FL34110
    LINDA M COHEN VP/SECRETARY
    1.00     		0 0 0
    16309 CORSICA WAY
    NAPLES,FL34110
    DAVID I KLAPPER DIRECTOR
    1.00     		0 0 0
    8730 WILLIAMSHIRE EAST DRIVE
    INDIANAPOLIS,IN46260
    LAUREN EDMUNDSON MANAGER
    30.00     		60,000 0 0
    10360 CHARTER OAKS
    CARMEL,IN46032
    NATHAN COHEN VP/INVESTMENTS
    20.00     		60,000 0 0
    10829 THUNDERBIRD LANE
    CARMEL,IN46032
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,459,320
    b
    Average of monthly cash balances.......................
    1b
    294,528
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,753,848
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,753,848
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    146,308
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,607,540
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    480,377
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    480,377
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,870
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    302
    c
    Add lines 2a and 2b............................
    2c
    4,172
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    476,205
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    476,205
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    476,205
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 476,205
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 188,809
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 315,308
    a Applied to 2020, but not more than line 2a 188,809
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 126,499
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		349,706
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ALAN H COHEN
    LINDA M COHEN
    DAVID I KLAPPER
    LAUREN EDMUNDSON
    NATHAN COHEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAUREN EDMUNDSON
    10360 CHARTER OAKS
    CARMEL,IN460328305
    (317) 259-0157
    bThe form in which applications should be submitted and information and materials they should include:
    PROOF OF NOT-FOR-PROFIT STATUS SHOULD BE INCLUDED WITH APPLICATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS MUST OPERATE AS "QUALIFIED" CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY INC
    3380 CHASTAIN MEADOWS PKY NW NO 2
    KENNESAW,GA30144     		NONE PC TO FUND OPERATING EXPENSES 100
    BETH EL ZEDECK CONGREGATION
    600 W 70TH STREET
    INDIANAPOLIS,IN46260     		NONE PC TO FUND OPERATING EXPENSES 7,820
    BIG BROTHERS BIG SISTERS
    2960 NORTH MERIDIAN STREET SUITE
    150
    INDIANAPOLIS,IN46208     		NONE PC TO FUND OPERATING EXPENSES 500
    CARMEL EDUCATION FOUNDATION
    515 E MAIN ST STE 124
    CARMEL,IN46032     		NONE PC TO FUND OPERATING EXPENSES 505
    CARMEL POLICE DEPARTMENT
    3 CIVIC SQUARE
    CARMEL,IN46032     		NONE PC TO FUND OPERATING EXPENSES 100,000
    COMMUNITY HEALTH NETWORK
    1500 NORTH RITTER AVENUE
    INDIANAPOLIS,IN46219     		NONE PC TO FUND OPERATING EXPENSES 100
    CONNER PRAIRIE MUSEUM INC
    13400 ALLISONVILLE ROAD
    FISHERS,IN46038     		NONE PC TO FUND OPERATING EXPENSES 33,000
    DOZ CHARITABLE FOUNDATION INC
    501 CONGRESSIONAL BLVD SUITE 300
    CARMEL,IN46032     		NONE PC TO FUND OPERATING EXPENSES 200
    ETZ CHAIM
    6939 HOOVER RD
    INDIANAPOLIS,IN46260     		NONE PC TO FUND OPERATING EXPENSES 750
    FINISH LINE YOUTH FOUNDATION
    3308 N MITTHOEFFER RD
    INDIANAPOLIS,IN46235     		NONE PF TO FUND OPERATING EXPENSES 5,000
    HOOVERWOOD GUILD
    7001 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NONE PC TO FUND OPERATING EXPENSES 36
    INDIANA GOLF FOUNDATION INC
    PO BOX 516
    FRANKLIN,IN46131     		NONE PC TO FUND OPERATING EXPENSES 100
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402     		NONE PC TO FUND OPERATING EXPENSES 5,000
    INDIANA UNIVERSITY SCHOOL OF LAW
    211 S INDIANA AVE
    BLOOMINGTON,IN47405     		NONE PC TO FUND OPERATING EXPENSES 5,000
    INDIANA WRITERS CENTER
    812 EAST 67TH STREET
    INDIANAPOLIS,IN46220     		NONE PC TO FUND OPERATING EXPENSES 100
    INDIANAPOLIS HEBREW CONGREGATION
    6501 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46260     		NONE PC TO FUND OPERATING EXPENSES 103
    INDIANAPOLIS REPERTORY THEATRE
    140 W WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE PC TO FUND OPERATING EXPENSES 1,500
    INDIANAPOLIS ZOO
    1200 W WASHINGTON STREET
    INDIANAPOLIS,IN46222     		NONE PC TO FUND OPERATING EXPENSES 5,000
    HUMANE SOCIETY OF INDIANAPOLIS
    7929 N MICHIGAN RD
    INDIANAPOLIS,IN46268     		NONE PC TO FUND OPERATING EXPENSES 100
    JEWISH FEDERATION OF GREATER INDIANAPOLIS INC
    6705 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NONE PC TO FUND OPERATING EXPENSES 6,467
    MAKE-A-WISH FOUNDATION
    7330 WOODLAND DRIVE STE 201
    INDIANAPOLIS,IN46278     		NONE PC TO FUND OPERATING EXPENSES 8,000
    NEWFIELDS (FORMALLY THE INDIANAPOLIS MUSEUM OF ART)
    400 MICHIGAN ROAD
    INDIANAPOLIS,IN46208     		NONE PC TO FUND OPERATING EXPENSES 1,200
    TEACH FOR AMERICA
    1314 NORTH MERIDIAN STREET SUITE
    200
    INDIANAPOLIS,IN46202     		NONE PC TO FUND OPERATING EXPENSES 1,000
    THE JULIAN CENTER
    2011 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46202     		NONE PC TO FUND OPERATING EXPENSES 1,000
    THE NORA PROJECT
    PO BOX 664
    HIGHLAND PARK,IL60035     		NONE PC TO FUND OPERATING EXPENSES 1,000
    WFYI
    1630 N MERIDIAN ST
    INDIANAPOLIS,IN46202     		NONE PC TO FUND OPERATING EXPENSES 1,000
    Total .................................bullet 3a 184,581
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 7,526  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 109,095  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENERGY TRANSFER LP     		211110 966 14 -498  
    bICAHN ENTERPRISES LP 211110 247 14 -4,586  
    cSRAGUE RESOURCES LP 211110 2,502 14 -186  
    dMPLX 211110 -3,013 14    
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 702 308,916 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    309,618
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE COHEN FAMILY FOUNDATION INC
    C/O LAUREN (COHEN) EDMUNDSON
    Employer identification number

    35-2003440
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE COHEN FAMILY FOUNDATION INC
    C/O LAUREN (COHEN) EDMUNDSON         		Employer identification number
    35-2003440
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ALAN H COHEN
    16309 CORSICA WAY
     
    NAPLES, FL34110

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    US SMALL BUSINESS ASSOCIATION
     
    5726 PROFESSIONAL CIRCLE SUITE 100
     
    INDIANAPOLIS, IN46241

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE COHEN FAMILY FOUNDATION INC
    C/O LAUREN (COHEN) EDMUNDSON         		Employer identification number

    35-2003440
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE COHEN FAMILY FOUNDATION INC
    C/O LAUREN (COHEN) EDMUNDSON         		Employer identification number

    35-2003440
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 17,740 0   17,740

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FINISH LINE YOUTH FOUNDATION
          		3308 N MITTHOEFFER RD
    INDIANAPOLIS,IN46236     		2021-12-13 5,000 TO SUPPORT YOUTH ACTIVITIES AS PART OF THEIR KABOOM PROGRAM   N/A N/A   CONFIRMED WITH GRANTEE BUT NO INDEPENDENT VERIFICATION CONDUCTED

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS GROUP INC (ML 04056) 100,000 103,519
    CENTURYTEL INC (STIFEL 3444) 10,006 10,075
    BLOCK FINL LLC (STIFEL 3444) 25,088 25,354

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMGEN INC COM (ML 04056) 227,764 899,880
    ARES MGMT CORP (ML 04056) 50,379 243,810
    BANK OF AMERICA CORP (ML 04056) 47,245 177,960
    BRISTOL-MYERS SQUIBB CO (ML 04056) 110,727 187,050
    BROOKFIELD ASSET MGMT (ML 04056) 24,431 41,843
    CARYLE (THE) GROUP INC (ML 04056) 126,149 329,400
    CISCO SYSTEMS INC COM (ML 04056) 49,272 158,425
    CORTEVA INC REG SHS (ML 04056) 24,801 70,069
    DOW INC REG (ML 04056) 44,796 84,059
    DUKE REALTY CORP (ML 04056) 59,780 131,280
    DUPONT DE NEMOURS INC (ML 04056) 68,364 119,716
    ELI LILLY & CO (ML 04056) 231,780 1,657,320
    FREEPORT-MCMORAN INC (ML 04056) 182,710 250,380
    JOHNSON & JOHNSON COM (ML 04056) 71,690 342,140
    JPMORGAN CHASE & CO (ML 04056) 174,160 633,400
    MACYS INC (ML 04056) 37,950 26,180
    MARATHON PETROLEUM CORP (ML 04056) 66,377 90,930
    MERCK AND CO INC SHS (ML 04056) 41,148 76,640
    OAKTREE SPECIALTY (ML 04056) 46,340 37,300
    OCCIDENTAL PETE CORP CAL (ML 04056) 56,597 20,293
    PHILLIPS 66 SHS (ML 04056) 7,106 18,115
    PROCTER & GAMBLE CO (ML 04056) 89,820 245,370
    SIMON PROPERTY GROUP DEL (ML 04056) 93,783 95,862
    THE SCOTTS MIRACLE GRO (ML 04056) 45,327 80,500
    VODAFONE GROUP PLC SHS (ML 04056) 204,081 76,412
    WASTE MANAGEMENT INC NEW (ML 04056) 158,269 834,500
    DUKE REALTY CORP (STIFEL 3444) 60,265 131,280
    PEABODY ENERGY CORP (STIFEL 3444) 26,669 655
    BANK OF AMERICA CORP (STIFEL 3470) 22,004 42,532
    CITIGROUP INC (STIFEL 3470) 5,378 7,488
    FIRST COMMUNITY CORP (STIFEL 3470) 11,302 10,229
    HANCOCK WHITNEY CORP (STIFEL 3470) 6,318 10,004
    HUNTINGTON BANCSHRES INC (STIFEL 3470) 24,990 26,615
    KEYCORP (STIFEL 3470) 22,814 30,763
    MACATAWA BANK CORP (STIFEL 3470) 17,660 14,774
    PREMIER FINANCIAL CORP (STIFEL 3470) 10,809 20,061
    QCR HOLDINGS INC (STIFEL 3470) 12,607 18,648
    CITIZENS FINANCIAL GROUP INC (STIFEL 3470) 31,681 43,565
    FIRST INTERNET BANCORP (STIFEL 3470) 11,581 24,696
    ADOBE INC (STIFEL 9725) 8,276 25,518
    ALPHABET INC (STIFEL 9725) 20,166 92,705
    AMAZON.COM INC (STIFEL 9725) 56,624 76,690
    APPLE INC (STIFEL 9725) 14,360 89,140
    CHURCHILL DOWNS INC (STIFEL 9725) 6,157 17,104
    COSTAR GROUP INC (STIFEL 9725) 7,785 18,967
    WALT DISNEY CO (STIFEL 9725) 24,078 32,992
    INTERCONTINENTAL EXCHANGE INC (STIFEL 9725) 15,326 29,953
    INTUITIVE SURGICAL INC (STIFEL 9725) 12,272 24,792
    LVMH MOET HENNESSY LOUIS VUITTON ADR (STIFEL 9725) 15,396 34,755
    ELI LILLY & CO (STIFEL 9725) 13,263 30,108
    MARTIN MARIETTA MATERIALS INC (STIFEL 9725) 19,534 39,206
    MASTERCARD INC (STIFEL 9725) 10,908 25,152
    MATCH GROUP INC (STIFEL 9725) 5,971 23,673
    MICROSOFT CORP (STIFEL 9725) 27,969 100,896
    PAYPAL HOLDING INC (STIFEL 9725) 13,842 34,699
    PFIZER INC (STIFEL 9725) 17,823 32,064
    QORVO INC (STIFEL 9725) 16,053 19,705
    SHENZHOU INTL GROUP HOLDINGS LTD ADR (STIFEL 9725) 15,980 23,098
    TEXAS INSTRUMENTS INC (STIFEL 9725) 13,416 26,386
    UNION PACIFIC CORP (STIFEL 9725) 14,687 31,491
    UNITEDHEALTH GROUP INC (STIFEL 9725) 22,746 57,746
    ZEBRA TECHNOLGIES CORP (STIFEL 9725) 9,180 30,355
    PERNOD RICARD (STIFEL 9725) 15,976 23,120
    FERRARI NV (STIFEL 9725) 11,439 20,964
    BLACKSTONE INC (ML 04056) 157,189 711,645
    ORGANON AND CO REG SHS (ML 04056) 34,952 33,495
    BERKSHIRE HILLS BANCORP (STIFEL 3470) 9,121 9,439
    CONNECTONE BANCORP INC (STIFEL 3470) 36,994 44,224
    DIME COMMUNITY (STIFEL 3470) 22,357 23,874
    FIRST FOUNDATION INC (STIFEL 3470) 18,045 18,048
    INTERNATIONAL BANCSHARES (STIFEL 3470) 31,401 32,047
    PACWEST BANCORP DELAWARE (STIFEL 3470) 22,146 23,579
    PEOPLES BANCORP INC (STIFEL 3470) 20,033 20,677
    PINNACLE FINANCIAL (STIFEL 3470) 13,276 13,275
    SIGNATURE BANK (STIFEL 3470) 22,146 27,171
    WESTERN ALLIANCE BANCORP (STIFEL 3470) 22,278 24,652
    CROWDSTRIKE HOLDINGS INC (STIFEL 9725) 22,831 20,475
    DELTA AIRLINES INC NEW (STIFEL 9725) 24,235 26,418
    EVERI HOLDINGS INC (STIFEL 9725) 29,491 25,129
    EXPEDIA GROUP INC (STIFEL 9725) 10,768 11,566
    META PLATFORMS INC (STIFEL 9725) 31,962 59,534
    FASTENAL CO (STIFEL 9725) 10,398 12,492
    FIRST HORIZON CORP (STIFEL 9725) 15,650 19,906
    GENERAL MOTORS CO (STIFEL 9725) 27,410 27,497
    LIBERTY FORMULA ONE (STIFEL 9725) 20,956 29,533
    LIVE NATION (STIFEL 9725) 13,226 19,270
    MORGAN STANLEY (STIFEL 9725) 21,722 31,215
    NCR CORP (STIFEL 9725) 24,747 21,628
    OWENS CORNING INC NEW (STIFEL 9725) 27,427 22,806
    PIONEER NATURAL (STIFEL 9725) 11,725 13,641
    TESLA INC (STIFEL 9725) 12,410 17,965
    WESTERN ALLIANCE BANCORP (STIFEL 9725) 15,552 28,312
    ZIONS BANCORPORATION (STIFEL 9725) 21,932 32,275
    NATIONAL ENERGY SERVICES (STIFEL 9725) 17,133 15,035
    ASML HOLDING (STIFEL 9725) 36,099 35,826
    AUTODESK INC (STIFEL 9725) 16,368 15,465

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN ENERGY TRANSFER LP AT COST 0 47,405
    INVESTMENT IN ICAHN ENTERPRISES LP AT COST 28,875 176,838
    INVESTMENT IN SPRAGUE RESOURCES LP AT COST 2,464 27,100
    INVESTMENT IN MPLX AT COST 20,421 33,585
    ISHARES MSCI BRAZIL (ML 04056) AT COST 142,065 56,140

    TY 2021 OtherDecreasesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Description Amount
    PRIOR PERIOD ADJUSTMENT 11,255
    PASSTHROUGH BASIS ADJUSTMENT 39


    TY 2021 OtherExpensesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND AMORTIZATION 292 292   0
    PAYROLL EXPENSES 1,118 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FIFTH STREET FAIR FUND PAYOUT 57 57 57
    ENERGY TRANSFER LP 468 -498 468
    ICAHN ENTERPRISES LP -4,339 -4,586 -4,339
    SRAGUE RESOURCES LP 2,316 -186 2,316
    MPLX -3,013 0 -3,013


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Description Beginning of Year - Book Value End of Year - Book Value
    PPP LOAN 25,000 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STIFEL 9725 INVESTMENT FEES 8,179 8,179   0
    ML INVESTMENT FEES 278 278   0
    STIFEL 3470 INVESTMENT FEES 2,542 2,542   0


    TY 2021 SubstantialContributorsSch
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Name Address
    US SMALL BUSINESS ASSOCIATION 5726 PROFESSIONAL CIRCLE SUITE 100
    INDIANAPOLIS,IN46241


    TY 2021 TaxesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION INC
     
    C/O LAUREN (COHEN) EDMUNDSON
    EIN:
    35-2003440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IRS EXCISE TAX 2,310 0   0